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Integrations

BNY Mellon | Pershing’s NetX360+

Simplify your workflow by connecting directly to accounts in NetX360+ from portfolio views in Addepar.

Simplify your workflow

  • Easily access account details and transactions in a single workflow.

Create operational efficiency

  • The single sign-on between Addepar and Pershing NetX360+ enables you to access financial data faster.